Mackenzie Financial’s Privia Health PRVA Stock Holding History

Mackenzie Financial’s Portfolio PRVA Stock Details PRVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.32M	Buy	66,807 +41,319	+162%	+$942K	﹤0.01%	1140
2026 Q2	$656K	Buy	+25,488	New	+$590K	﹤0.01%	1263
2025 Q3	–	Sell	-44,336	Closed	-$1.02M	–	1814
2025 Q2	$1.02M	Sell	44,336 -1,783	-4%	-$41.3K	﹤0.01%	1007
2025 Q1	$1.04M	Sell	46,119 -26,272	-36%	-$610K	﹤0.01%	968
2024 Q4	$1.42M	Buy	72,391 +33,728	+87%	+$668K	﹤0.01%	860
2024 Q3	$704K	Buy	+38,663	New	+$738K	﹤0.01%	945
2022 Q4	–	Sell	-27,135	Closed	-$924K	–	1553
2022 Q3	$924K	Buy	+27,135	New	+$1M	﹤0.01%	831

Other funds holding PRVA

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return

Summit Global Investments Bountiful, Utah $2.02B AUM 17.87% 1-Year Est. Return

Mackenzie Financial's PRVA Position: Q3 2026 in Review

Mackenzie Financial increased its Privia Health (PRVA) stake by 162% in Q3 2026, buying an estimated $942K and bringing the position to 66,807 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

Mackenzie Financial first reported a position in PRVA in Q3 2022 and has held it in 7 quarters since. The position peaked at $1.42M in Q4 2024. 87 funds tracked by Wall St. Rank hold PRVA as of Q3 2026.

Mackenzie Financial held 66,807 shares of Privia Health worth $1.32M as of Q3 2026.
Mackenzie Financial bought 41,319 Privia Health shares in Q3 2026, an estimated $942K.
Privia Health made up ﹤0.01% of Mackenzie Financial's portfolio in Q3 2026, its #1140 holding.
Mackenzie Financial first reported a position in Privia Health in Q3 2022 and has held it in 7 quarters since.
Mackenzie Financial's Privia Health position peaked at $1.42M in Q4 2024.
87 funds tracked by Wall St. Rank held Privia Health as of Q3 2026.

Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.